Oil, oil, oil, oil. That’s all I care about. (and PTTEP you still frustrate me) Then in 6 months let’s worry about interest rates (for Thailand, the US is going ahead in March) If elections are really coming to Thailand this year….what could the wonderful leaders of Thailand do to make the populace happy? Raise […]

Pheu Thai beats PPRP: Decline in PM’s popularity seen as hurting govt party. The ruling Palang Pracharath Party was defeated by the main opposition Pheu Thai Party in yesterday’s by-election for Constituency 9 in Bangkok, with scholars saying the outcome has reflected a decline in the ruling party’s popularity and that of Prime Minister Prayut […]

F! It’s already the end of the month, time flies. Looks like the “Tech sector” of Thailand was properly smacked this month. Then again…paying 40x for a manufacturer…well ok. I thought the value would be in the IP, perhaps the market participants will realise this. Financials and energy/resources are leading – simple – banks cheap, […]

Foreign property lures are rejected: Government still wants to entice wealthy expats. The Centre for Economic Situation Administration (CESA) chaired by Prime Minister Prayut Chan-o-cha yesterday put the brakes on proposals to increase foreign ownership quotas for condominiums from 49% and expand property leasehold rights for foreigners from 30 years to 50 years. Bangkok Post […]

Fed hike, fed hike, fed hike – that’s all we’ve been hearing for the past few days/weeks/months. Note that they haven’t done anything yet and it’s all noise for now. I do hope they raise rates….will give us a great buying opp. Commodities haven’t stopped running…have wondered aloud at times (perhaps here) if this will […]

UOB buys four Citibank retail arms: Singaporean banking group to acquire consumer businesses in key Asean markets. Good asset quality and strong competition in the Thai consumer banking sector are the main reasons United Overseas Bank (UOB) is buying Citibank’s retail arms in four Asean markets, says an executive. Bangkok Post Highway Department to open […]

If oil prices race up past 100? Does that break the economy and the market like in 2007/2008 Does high food inflation – or every type of inflation => this government stepping down? Or is Thailand special and such things never happen here? Is the Thai tech train going to continue rocking & rolling? See […]

Smaller names continue to lead – look at the MAI. In the past week, Indonesia banned coal exports citing lack of domestic supply, Thailand is banning pork exports citing high prices, and pundits think that this supply chain issue was resolved. It’s still a ways to go.

Army probes Democrat claims of poll meddling: Army chief Gen Narongphan Jitkaewthae has ordered a probe into a report of soldiers interfering in the Democrat Party’s preparations for a by-election in Chumphon, said army deputy spokeswoman Sirichan Ngathong. Bangkok Post Tackling household debt high on govt’s 2022 agenda: The government has set its sights on […]